Kerry Goodman, financial advisor Cary NC

Kerry Goodman

Fiduciary Asset Management

CRD Number: 4774629
Current Firm: Founders Financial Alliance, LLC
Kerry Goodman (CRD# 4774629) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Wilmington, NC and has over 13 years of experience in the finance industry.
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Company Name Location Dates Years
Founders Financial Alliance, LLC Cary, NC Mar 2024 - Current < 1
Lpl Financial, LLC Cary, NC Feb 2016 - Current 8
Independent Advisor Alliance, LLC Cary, NC Jan 2019 - Mar 2024 5
Founders Financial Alliance, LLC Chapel Hill, NC Mar 2016 - Jan 2019 2
Invest Financial Corporation Wilmington, NC Mar 2010 - Feb 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2004
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Kerry C. Goodman
By the Numbers
  • Total Assets Under Management
    701
    MILLIONS
  • Total Number of Accounts
    3,033
    ACCOUNTS
  • Average Account Value
    $231,090
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, DE, FL, GA, IL, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV

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Data verified by both the advisor and the public regulatory data.

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